Samuel Adams has been an investment adviser representative at Kinetic Investment Management since June 2019, and is not listed among the firm’s executive officers or direct owners.
Kinetic Investment Management, Inc. is a Los Angeles, CA firm with $451M under management, 1,460 clients and 31 advisers across 20 offices, as of its September 2026 filing.
Samuel Adams’ longest registration is the current one, 7 years at Kinetic Investment Management since 2019. Before joining Kinetic Investment Management in 2019, Samuel Adams was registered through Foundations Investment Advisors LLC.
- – present · 7 yearsGlendale, CA · Adviser representative · Firm CRD 283034
- Foundations Investment Advisors LLC– · 2 yearsGlendale, CA · Adviser representative · Firm CRD 175083
Investment adviser representative registrations
Samuel Adams is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2019; the most recent is Texas, in August 2021.
- CaliforniaSince 12 June 2019
- TexasResidentSince 2 August 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 27 December 2016 |
| Series 63 | Uniform Securities Agent State Law Examination | 4 February 2016 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- CRD
- 6057464
- Firm
- Kinetic Investment Management · CRD 283034
- Office
- 701 North Brand Boulevard, Suite 830, Glendale, CA 91203
- Registration
- Investment adviser registration
- In the industry since
- May 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Samuel Adams work?
Samuel Adams is an investment adviser representative registered through Kinetic Investment Management, Inc. since June 2019, and is not listed among the firm’s executive officers or direct owners.
Is Samuel Adams a financial advisor?
Yes. Samuel Adams has a current investment-adviser registration in California and Texas, through Kinetic Investment Management since June 2019.
How many years of experience does Samuel Adams have?
Samuel Adams has 9 years in the financial industry, since May 2017, across 2 adviser firms.
What exams has Samuel Adams passed?
Samuel Adams has passed 2 licensing exams: the Series 63 and Series 65. The earliest, the Series 63, was passed in February 2016.
Where did Samuel Adams work before Kinetic Investment Management?
Before Kinetic Investment Management, Samuel Adams was registered through Foundations Investment Advisors LLC, May 2017 to May 2019.
Where is Samuel Adams based?
Samuel Adams’ registered office is in Glendale, CA.
Is Samuel Adams registered with FINRA?
No. Samuel Adams has no current broker registration.
How can I verify Samuel Adams’ record?
Search CRD 6057464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Samuel Adams’ full registration record.